Canada Life launches offshore bond valuation tool
Offshore insurer Canada Life International (CLI) has launched an online valuation tool for international bonds in partnership with information technology services provider Intelliflo.
DFM
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UK wealth managers hit a crossroad on path to growth
If traditional UK wealth managers want to stay alive, they must find their unique selling points, invest in technology and pursue inorganic growth strategies, according to a report from SEI Wealth Platform.
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Analysis – Under fire SJP, still no easy target for rivals
St James’s Place Wealth has suffered another week of grim headlines about its advice model, but for rival IFAs and restricted advisers to win business and clients off what is arguably the market leader is easier said than done.
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Is your DFM offering value for money?
Investors can assess whether a DFM offers value for money by unbundling the DFM’s service into admin costs, market access costs and applied research, and allocating a “reasonable cost to each”, a consultancy claims.
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Advisers at risk from ‘inappropriate’ DFM agreements
Thousands of financial advisers could fall foul of Mifid II for having the wrong type of intermediary agreement with their discretionary fund managers, the Personal Finance Society has warned.
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DFMs and platforms: a mutually beneficial partnership
The offshore platform market is nowhere near as developed as the UK but there is a huge opportunity for platforms and discretionary fund managers (DFMs) to work together, as David Field, Novia Global’s head of customer services, explains.
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Feifa announces partnership with Quilter Cheviot
The Federation of European Independent Financial Advisers (Feifa) has announced a partnership with one of the UK’s largest discretionary investment management firms, Quilter Cheviot.
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Brooks Macdonald inks key DFM deal with Hansard International
Brooks Macdonald’s international division has linked up with Hansard International to offer advisers the opportunity to access the Jersey-based wealth and asset manager’s full discretionary fund management offering.
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Seven IM unveils new model portfolio service
Wealth manager Seven Investment Management (7IM) has launched a new managed investment service for advisers and added new features to its flagship discretionary managed portfolio.
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Brooks Macdonald approaches £10bn in assets under new CEO
Brooks Macdonald has grown its funds under management to nearly £10bn ($12.8bn, €11.7bn) in the first three months of 2017, signalling a strong start for new chief executive, Caroline Connellan.
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Copia launches managed portfolios targeted at decumulation
Copia Capital Management, the discretionary fund management division of Novia Financial, has launched a range of managed portfolios purpose-built for decumulation.
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Openwork to launch discretionary fund management service
Openwork is to launch a discretionary fund management (DFM) service in April that will leverage its investment proposition Omnis, which includes strategies run by groups including Woodford Investment Management, Schroders, and Threadneedle.